DFX Intelligence

T••••• C•••••• B•••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner14 years in industry

T••••• C•••••• B•••

Advisor at R••••••• W••••• M•••••••••

Chesterfield, VA

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Search this name across graphsid dfx:ria:4ce74230-4a97-65cd-b9a5-7541818141cc

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:03 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Sep 19, 2012 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: R••••••• W••••• M•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 17, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
R••••••• W••••• M•••••••••	Independent wealth	Apr 15, 2025	n/a	yes	Chesterfield, VA	Current employment
A•••••••• C•••••• M•••••••••	Independent wealth	Aug 1, 2018	Sep 19, 2019	no	Richmond, VA\|CORNELIUS, NC

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A•••••••• C•••••• M•••••••••	R••••••• W••••• M•••••••••	Sep 19, 2019	Apr 15, 2025	2,035	Firm change after gap	RIA to RIA
T••••• B•••	A•••••••• C•••••• M•••••••••	Jul 27, 2018	Aug 1, 2018

Relationships

Registered with (4)

→ R••••••• W••••• M•••••••••Registered adviserregistration: current employment
Apr 15, 2025 to presentfactForm ADV
→ A•••••••• C•••••• M•••••••••Registered adviserregistration: previous registration
Aug 1, 2018 to Sep 19, 2019factForm ADV
→ T••••• B•••Registered adviserregistration: previous registration
Jan 4, 2016 to Jul 27, 2018factForm ADV
→ G••••• F•••••••• P•••••• C••••••• I•••Registered adviser

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4ce74230-4a97-65cd-b9a5-7541818141cc
First observed: Sep 19, 2012
Last observed: Sep 14, 2026 8 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.